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CIK: 0001846994
Total reported value
$195.9M
$195.9M
48 檔
30.7%
The Q3 2024 SEC filing reveals that Echo Wealth Management, LLC held a total portfolio value of $195.9M, covering 48 public equity positions.
Echo Wealth Management, LLC executed strategic sector rebalancing during Q3 2024, establishing 4 new positions while fully exiting 1 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including JPIE, AVDE, RDVI) accounted for 30.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
UBER
市值: $887.3K
Top Position Liquidated / Trimmed
GOOGL
前期市值: $204.7K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | ETF-Other | 13.95% | -0.75% | +22.06% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 7.57% | +0.16% | +12.46% | |
| 3 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 6.89% | +0.44% | +5.45% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.85% | +0.15% | +0.18% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.73% | +0.04% | -0.64% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.12% | — | -0.33% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.03% | -0.02% | +6.88% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.94% | +0.12% | -4.15% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 5.16% | +0.10% | +10.17% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.01% | +0.53% | -2.16% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.30% | +0.24% | -10.52% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.23% | — | -5.02% | |
| 13 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.23% | -0.03% | +8.08% | |
| 14 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.05% | — | +7.44% | |
| 15 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.97% | +0.28% | +5.32% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.84% | +0.01% | -5.11% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.77% | — | +0.29% | |
| 18 | GIS | General Mills Inc | Stock-Consumer Staples | 1.46% | -0.03% | -53.81% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.03% | +17.20% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.23% | +0.05% | — | |
| 21 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.21% | -0.04% | +0.11% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.11% | -0.07% | +2.71% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.03% | -3.19% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.89% | +0.02% | -31.44% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | — | -19.49% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.87% | — | -23.25% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.62% | -0.02% | — | |
| 28 | AFL | Aflac Inc | Stock-Financials | 0.55% | -0.02% | — | |
| 29 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.42% | -0.01% | -10.63% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.02% | -14.83% | |
| 31 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.30% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | — | -15.80% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.02% | +16.39% | |
| 34 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.22% | -0.05% | +0.03% | |
| 35 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.22% | -0.02% | +2.05% | |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.21% | +0.11% | NEW | |
| 37 | ECL | Ecolab Inc | Stock-Materials | 0.21% | -0.01% | -3.26% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.19% | — | -10.76% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.19% | — | -39.86% | |
| 40 | XDEC | Ft Vest US Equity Enhance & | ETF-Other | 0.19% | — | -5.82% | |
| 41 | HNST | Honest Co Inc/the | Stock-Other | 0.18% | +0.11% | +0.65% | |
| 42 | WELL | Welltower Inc | Stock-Real Estate | 0.17% | — | — | |
| 43 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.17% | +0.09% | -18.11% | |
| 44 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.16% | — | -3.09% | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.16% | — | — | |
| 46 | ARKW | Ark Next Generation Internet | ETF-Other | 0.15% | — | -18.53% | |
| 47 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.15% | -0.01% | — | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.15% | — | -45.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | +1.8% | +22.06% | Add |
| 2 | AVDE | Avantis International Equity | +0.7% | +12.46% | Add |
| 3 | UBER | Uber Technologies Inc | +0.6% | NEW | New buy |
| 4 | AFL | Aflac Inc | +0.6% | NEW | New buy |
| 5 | AAPL | Apple Inc | +0.5% | +10.17% | Add |
| 6 | RDVI | Ft Vest Rising Dividend Achi | +0.2% | +5.45% | Add |
| 7 | MMM | 3m Co | +0.2% | NEW | New buy |
| 8 | DJUN | Ft Vest US Equity Deep Buffe | +0.2% | NEW | New buy |
| 9 | BIV | Vanguard Intermediate-term B | +0.1% | +6.88% | Add |
| 10 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +8.08% | Add |
| 11 | VCLT | Vanguard Long-term CORP Bond | +0.1% | +7.44% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +17.20% | Add |
| 13 | JGRO | Jpmorgan Active Growth ETF | 0% | +5.32% | Add |
| 14 | SPEM | State Street Sp Ptf Em ETF | 0% | +0.29% | Add |
| 15 | NVDA | Nvidia CORP | 0% | +16.39% | Add |
| 16 | WELL | Welltower Inc | 0% | — | Unchanged |
| 17 | HNST | Honest Co Inc/the | 0% | +0.65% | Add |
| 18 | FJUN | Ft Vest US Equity Buff Etf-j | — | +2.05% | Add |
| 19 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 20 | ECL | Ecolab Inc | 0% | -3.26% | Trim |
| 21 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | 0% | +0.03% | Add |
| 22 | FFEB | Ft Vest US Equity Buffer ETF | 0% | — | Unchanged |
| 23 | XDEC | Ft Vest US Equity Enhance & | 0% | -5.82% | Trim |
| 24 | IWD | Ishares Russell 1000 Value E | 0% | -10.76% | Trim |
| 25 | XSEP | Ft Vest U.s. Equity Enhance | 0% | -3.09% | Trim |
| 26 | META | Meta Platforms Inc-class A | 0% | -14.83% | Trim |
| 27 | SPSB | Ss Spdr P St C CORP ETF | 0% | +2.71% | Add |
| 28 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | -18.11% | Trim |
| 29 | ARKW | Ark Next Generation Internet | 0% | -18.53% | Trim |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | -15.80% | Trim |
| 31 | PRF | Invesco Rafi US 1000 ETF | -0.1% | -10.63% | Trim |
| 32 | DGRO | Ishares Core Dividend Growth | -0.1% | -5.11% | Trim |
| 33 | DNOV | Ft Vest US Equity Deep Buffe | -0.1% | +0.11% | Add |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | -0.33% | Trim |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | -0.1% | -24.39% | Trim |
| 36 | TSLA | Tesla Inc | -0.1% | -19.49% | Trim |
| 37 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -45.05% | Trim |
| 38 | VO | Vanguard Mid-cap ETF | -0.1% | -39.86% | Trim |
| 39 | AVLV | Avantis US Large Cap Value | -0.1% | +0.18% | Add |
| 40 | AVUV | Avantis US Small Cap Value | -0.2% | -0.64% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | EXIT | Sold out |
| 42 | AVEM | Avantis Emerging Markets Eq | -0.2% | -2.16% | Trim |
| 43 | MSFT | Microsoft CORP | -0.2% | -3.19% | Trim |
| 44 | VEA | Vanguard Ftse Developed ETF | -0.2% | -5.02% | Trim |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.3% | -23.25% | Trim |
| 46 | AVUS | Avantis U.s. Equity ETF | -0.4% | -4.15% | Trim |
| 47 | MGK | Vanguard Mega Cap Growth ETF | -0.5% | -31.44% | Trim |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.5% | -10.52% | Trim |
| 49 | GIS | General Mills Inc | -1.5% | -53.81% | Trim |
According to official SEC Form 13F filings, Echo Wealth Management, LLC reported a total U.S. public equity portfolio value of $195.9M across 48 disclosed positions in Q3 2024.
During Q3 2024, Echo Wealth Management, LLC's top holdings by market value included JPIE (13.9%)、AVDE (7.6%)、RDVI (6.9%). The largest single position, JPIE, represented 13.9% of total portfolio value.
In Q3 2024, Echo Wealth Management, LLC made 46 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 24 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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